Forms

Addition of Beneficiary Demat account(s) for executing OffMarket Transfer-CDSL

For addition of beneficiary demat account(s) for the purpose of executing off market transfer-CDSL

Addition of Beneficiary Demat account(s) for executing OffMarket Transfer-NSDL

For addition of beneficiary demat account(s) for the purpose of executing off market transfer-NSDL

KRA Modification format – Individual

Individual Clients: For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.

KRA Modification format – Non-Individual

Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) : For updating or changing your contact details like contact number, address email id etc. For updating KYC for Mutual funds, the same form is applicable.

Equity/Currency/Commodities Derivative Activation

For activating all derivative segments- Equity, F&O, CDS and Commodities segments, send this form along with one financial proof (last 6 months bank statement, salary slip, Form 16 etc.) to service.securities@kotak.com or Whatsapp on +91-7738988888 from registered email/mobile number. Additional proof/forms required for special cases. For e.g. Non-Individuals need to submit Board Resolution/Declaration

Tariff Sheet

For mentioning brokerage rates for the new segment

Self Declaration of Financial Details(Individual)

For declaring your financial details and your net worth

Self Declaration of Financial Details(Non-Individual)

For declaring your financial details and your net worth

Name Change Request Form

For name change (after marriage, other reasons)